Institutional Ownership Bank Of Montreal (BMO)
This table provides information about the institutional ownership of Bank Of Montreal (BMO). We have compiled data on the 679 institutions that hold shares in the stock, with a total of 361 Million shares, which have been reported (via 13F filing form) to have a value of $44.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2025 Q3 2025 |
1,597
shares
|
$197,964
0.0% of portfolio
|
Q3 2025
Reduced 77.26%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
1,595
shares
|
$197,716
0.01% of portfolio
|
Q4 2024
Added 473.74%
|
|
|
Trust Investment Advisors
|
Jan 20, 2026 Q4 2025 |
1,579
shares
|
$195,732
0.11% of portfolio
|
Q4 2025
Added 0.64%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
1,551
shares
|
$192,261
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jan 15, 2026 Q4 2025 |
1,545
shares
|
$191,518
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
1,521
shares
|
$188,543
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,502
shares
|
$186,187
0.0% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
1,500
shares
|
$185,940
0.02% of portfolio
|
Q4 2019
Reduced 86.67%
|
|
|
Webster Bank, N. A.
|
Jan 23, 2026 Q4 2025 |
1,400
shares
|
$173,544
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,330
shares
|
$164,866
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Nbt Bank N A
|
Jan 23, 2026 Q4 2025 |
1,300
shares
|
$161,148
0.01% of portfolio
|
Q4 2025
Reduced 0.15%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
1,157
shares
|
$143,421
0.0% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Thompson Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
1,122
shares
|
$139,083
0.02% of portfolio
|
Q4 2025
Reduced 8.71%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,094
shares
|
$135,612
0.01% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
1,086
shares
|
$134,620
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
1,006
shares
|
$124,703
0.0% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
1,000
shares
|
$123,960
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$123,960
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
980
shares
|
$121,480
0.03% of portfolio
|
Q4 2022
Added 292.0%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
960
shares
|
$119,001
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Lom Asset Management LTD
Hamilton, |
Jan 23, 2026 Q4 2025 |
930
shares
|
$115,282
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
880
shares
|
$109,084
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
861
shares
|
$106,729
0.02% of portfolio
|
Q4 2023
Reduced 3.26%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
800
shares
|
$99,168
0.02% of portfolio
|
Q1 2020
Reduced 30.43%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
762
shares
|
$94,457
0.0% of portfolio
|
Q3 2025
Added 73.18%
|
|